Rational BTB Authors 032615 LABS

RATIONAL
® ®
FOR BtB AUTHORS

LABS

Rational
®
for BtB Authors

LABS
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Table of Contents
Course Introduction ...................................................................... 1
Log on to DNG Web Client............................................................ 2
Project Page ................................................................................... 3
Filters and Views........................................................................... 5
Navigating to Artifacts.................................................................. 7
Artifact Content........................................................................... 10
Comments .................................................................................... 12
Attributes..................................................................................... 14
History ......................................................................................... 15
Dashboards .................................................................................. 16
Create Artifacts ........................................................................... 18
Modules Basics ............................................................................ 21
Modules Advanced....................................................................... 23
Links ............................................................................................ 27
Configure Artifacts View............................................................. 30
Team Ownership ......................................................................... 32
Work Item Introduction .............................................................. 34
BtB Authors Review Lab 1.......................................................... 36
Review Process for Authors ........................................................ 43
Review Lab for BtB Authors ....................................................... 48
LABS
Lab: Course Introduction

Setup
1. Open the LabDialog window.
Find the Windows task bar at the bottom of the screen.
Click the LabDialog tab in the Windows task bar to display the LabDialog window.
2. Click Done to tell the instructor you’ve completed the lab.

When you click Done, the button changes to Waiting.
Rational DOORS Next Generation 1

Island Training Solutions

LABS
Lab: Log on to DNG Web Client

Log on to DNG web client
1. Start Firefox.
Find and double click the Firefox icon on your virtual machine desktop.
2. Start Rational DOORS Next Generation.
Click the DNG Web Client bookmark button inside Firefox.
3. Log on.
User: bob
Password: bob
4. Verify that you see the All Projects page in the browser.
Cleanup
If the LabDialog window is hidden behind another window, bring the LabDialog
window to the top by clicking LabDialog in your taskbar.
Then, click the Done? button. Once clicked, it will say Waiting.
If you are finished and waiting for the other students in class, feel free to run
through the steps in the Optional section (for labs that contain Optional sections).
Otherwise, wait for the instructor to start the next module.
2 Rational DOORS Next Generation


LABS
Lab: Project Page

After completing this lab, you’ll be able to:
Open a project page.
Configure the layout of a project page.
Setup
1. Log on to the DNG web client if not already open.
User: bob Password: bob
Project artifacts page
1. Open the JKE Banking Requirements project artifacts page.
From the All Projects page, select Show Artifacts in the JKE Banking
(Requirements Management) project section.
Note: There are multiple projects listed, so be sure to select the correct link.
2. Examine the page layout.
The Filter Bar appears on the left side of the Artifacts view, and the Information
Sidebar appears on the right.
Configure layout
1. Collapse the Information Sidebar.
Hover your mouse over the bar separating the
Artifacts view from the Information Sidebar.
The bar will turn yellow.
Click the right-facing arrow in the
Separation Bar.
The Information Sidebar should be hidden.
2. Expand the Information Sidebar.
Hover your mouse over the bar to the right
of the Artifacts view.
Click on the bar to expand.
3. Resize the Information Sidebar.
Hover your mouse over the bar separating
the Artifacts view from the Information
Sidebar.
Click anywhere on the bar, except the
arrows, and move the bar.
Cleanup
(Optional exercises continue on next page.)


LABS
Optional – Collapse both bars

1. Collapse both the Information Sidebar and the Filter Bar.
Hover your mouse over the bar separating the Artifacts view from the Information
Sidebar. The bar will turn yellow.
Click the double right-facing arrow in the Separation Bar.
Both the Information Sidebar and the Filter Bar should be hidden.
2. Expand the Information Sidebar and the Filter Bar.
Hover your mouse over the bar to the right of the Artifacts view.
Click on the bar to expand the Information Sidebar.
Hover your mouse over the bar to the left of the Artifacts view.
Click on the bar to expand the Filter Bar.


LABS
Lab: Filters and Views

Create filters and save a filter as a view.
Setup
1. Verify user and project.
User: bob Project: JKE Banking Page: Project Artifacts
Filter on a folder
1. Use a filter to show the artifacts contained in the Features folder in JKE Business Recovery
Matters.
In the Filter Bar, expand the Filter by Folder section.
Expand JKE Banking (Requirements Management) ´ JKE Business Recovery
Matters Project
Click on the Features folder.
The artifacts contained in the Features folder display in the Artifacts View.
2. Use a filter to show the artifacts contained in the Glossary folder.
Click on the Glossary folder.
Clear filter
1. Clear the filter that is selecting artifacts in a specific folder.
Click the Clear Filters button next to the Filter by Folder section heading.
Hint: If you hover your mouse over a button, a pop-up will indicate the purpose of
the button.
Filter on an attribute
1. Use a filter to show the artifacts with the Artifact Type attribute set to Feature.
In the Filter Bar, expand the Filter by Attribute section.
Click on Artifact type.
Select the checkbox next to Feature in the Artifact Types is dialog box.
Click Apply.
Note: All Feature artifacts are listed, regardless of the folder in which they exist.
2. Clear the Attribute filter.
Click the Clear Filters button next to the Filter by Attribute section heading.
3. Use a filter to show the artifacts with a name that contains the word donors.
In the Filter by Attribute section, click on Name.
Type donors in the Name contains dialog box.
Click Apply.
4. Clear the Attribute filter.
(Lab continues on next page.)


LABS
Filter on a tag
1. Clear any existing filters.
Click the Clear Filter button next to Views.
2. Use a filter to show the artifacts with the Core Functionality tag.
In the Filter Bar, expand the Filter by Tag section.
Click on the Core Functionality tag.
Complex filter
2. Use filters to show the artifacts with High Priority in the Business Goals folder.
In the Filter Bar, expand the Filter by Folder section.
Matters Project
Click on the Business Goals folder.
Expand the Filter by Attribute section.
Click More attributes
Select attribute: Priority
Select value: High
Click Apply.
Save filter as view
1. Save the filter you just created as a view.
In the Filter Bar, expand Views.
Click the Save View button.
In the New View dialog box, type the View Name: High Priority Goals
Click OK.
Cleanup
Optional – Show link

1. In the Filter Bar, expand Views.
2. Show the hyperlink for the All Terms view.
Hover over the All Terms view.
Click the pencil button when it appears, and select Show Permalink…
Note: This link can be copied from the Show Permalink dialog box and sent to others
for direct access to this view (as long as the user has permission).
3. Click OK to dismiss the Show Permalink dialog box.


LABS
Lab: Navigating to Artifacts

Navigate to and open artifacts.
Return to the project page.
Setup
Open artifact
1. View the artifacts in the JKE Business Recovery Matters Project’s Features folder.
Expand the Filter by Folder section ´
JKE Banking (Requirements Management) ´
JKE Business Recovery Matters Project ´
Features
2. Open the feature Organization must identify how much money is desired.
Click the link for Organization must identify how much money is desired.
Breadcrumb
1. Use the breadcrumb to navigate back to the Features folder.
In the breadcrumb, click Features.
Browser Back button

1. Once again, open the feature: Organization must identify how much money is desired
2. Use the browser Back button to return to the Artifacts view.
Open artifact in new tab
1. Open the feature Organization must identify how much money is desired in a new tab.
Right click the link for Organization must identify how
much money is desired and select Open Link in New Tab.
2. Click on the tab to open and view the artifact.
3. Click X to close the new tab.


LABS
Open a module
1. View the artifacts in the JKE Business Recovery Matters Project’s Modules folder.
Expand the Filter by Folder section ´ JKE Banking (Requirements Management)
´ JKE Business Recovery Matters Project ´ Modules
2. Open JKE Features Module.
Click on the JKE Features Module link in the Artifacts view.
(Do NOT click the subfolder named JKE Features Module artifacts.)
3. You can tell that you are open to the module by looking at the name of the artifact
(JKE Features Module) and the breadcrumb (showing the Modules parent folder).
4. Return to the Modules folder using either the browser Back button or the breadcrumb.
Cleanup
Optional – Recently-viewed artifacts

1. Show a list of recently-viewed artifacts.
Click the Artifacts menu toward the top of the window.
Recently-viewed artifacts are visible from the right column of the dropdown menu.


LABS
Optional – View artifacts side-by-side

1. Open the project page (if not already open).
Hint: You can use the Artifacts menu, and select Browse Artifacts.
2. Show the current list of artifacts in the Features folder.
Use Filter by Folder to view the artifacts in the JKE Banking (Requirements
Management) ´ JKE Business Recovery Matters Project ´ Features folder.
3. View two of the artifacts side-by-side.
Select the checkbox in front of the first two artifacts in the list.
Click the Pencil button, and select Open Artifacts ´ Open 2 Artifacts Side-
by-Side.
4. After viewing the two artifacts, close the two windows.
Optional – Help pages

1. Open the IBM Rational Help page in a new tab.
Click the Help Contents menu, and select Help Contents.
A new tab appears in your browser window showing the help pages.
2. Close the IBM Rational Help tab.


LABS
Lab: Artifact Content

View and understand contents of requirements and modules.
View link relationships between artifacts.
Setup
View requirement artifact
1. Navigate to the Features folder in JKE Business Recovery Matters Project.
Use a filter to view the artifacts in the JKE Banking (Requirements Management) ´
JKE Business Recovery Matters Project ´ Features folder.
2. Open the feature Customers can nominate an organization for the program.
Click the link for the requirement in the Features folder.
3. Find the following pieces of the requirement:
ID and name, description, tags, breadcrumb, attributes, Comments, Links, and
Where Used (Note: These items are circled in the image below.)


LABS
View links
1. View the links from this requirement to other artifacts.
Click the Links section to expand (if not already expanded).
Use the scroll bar if necessary to see all links for this requirement to other artifacts.
2. Open one of the linked artifacts.
In the Links section, click the term Back Office System.
3. Return to the feature Customers can nominate an organization for the program.
Use the browser Back button to return to the previous page.
View module
Return to the JKE Business Recovery Matters Project folder by using the
breadcrumb link.
Click the Modules folder.
Click the JKE Features Module link. (REMEMBER: Click the link to open the
module in the Artifacts view on the right side of the screen Do not click the JKE
Features Module artifacts subfolder.)
2. Open one of the features listed in the module.
Click the ID (number) link in front of the Make a one-time payment feature.
Note: The artifact title should indicate the Dividend processing payment is a
one time transaction requirement is open with the content Make a one-time
payment.
3. Return to the module JKE Features Module.
4. Use a view to show more attribute columns.
In the module’s Filter Bar, expand the Views section.
Click the Show Artifact Type and Business Priority view.
5. Use a view to limit visible artifacts in the module.
Click the Business Priority = Must view.
6. Clear the selected filter.
Click the Eraser button, next to the Views section.
Cleanup


LABS
Lab: Comments
View, reply to, resolve, add, and filter comments.
Setup
View comment directed to you
1. Use a filter to show artifacts in the Features folder.
In the Filter Bar, expand Filter by Folder ´ JKE Banking (Requirements
Management) ´ JKE Business Recovery Matters
2. Open the Organization must identify how much money is desired requirement.
3. View the comment that is directed to you.
Expand the Comments section in the Information Sidebar.
Note the comment: Incorrect Difficulty?
Reply to comment
1. Reply to the comment.
Click on the comment, and click the Reply to Comment button.
2. Complete the Reply to Comment dialog box.
Do not change the Subject.
Enter the Comment: Difficulty is correct.
Click OK.
Resolve comment
1. Resolve the comment.
Hover over the original comment, and click the Resolve Comment button.
2. Resolve the discussion thread.
Hover over the original comment, and click the Resolve Discussion Thread
button.


LABS
Add new comment to a requirement

1. Add a new comment for the Organization must identify how much money is desired
requirement.
In the Comments section in the Information Sidebar, click the dropdown arrow next
to the Comments button , and select Create comment for Artifact.
2. Complete the Create comment for Artifact dialog box.
Subject: Time Estimate
Comment: How long do you think this will take to implement?
Click the Browse button next to the Directed to field.
In the Select Users dialog box, type marco in the filter.
Click on Marco in Matching users.
Click Add & Close.
In the Directed to field, remove the Administrator user by hovering over
Administrator and clicking the red X button.
Click OK.
Filter comments
1. In the Comments section of the Information Sidebar, click the Filter Comments button.
2. Check the Hide resolved comments box, and then click on the Filter Comments button.
You may need to collapse the Overview section of the Information Sidebar to see the
Hide resolved comments box.
Note that after you click the Hide resolved comments box, you no longer see the
resolved comment.
Cleanup


LABS
Lab: Attributes
Set an attribute value.
Setup
Set attribute values
1. Expand Filter by Folder ´ JKE Banking (Requirements Management) ´ JKE Banking
Business Recovery Matters Project
2. Click on the Features folder.
3. Open the Dividend allocation by percentage requirement.
4. Change the value of the Difficulty attribute for the requirement.
Click Edit.
In the Information Sidebar, find the Overview section.
Click the dropdown arrow to the right of the Difficulty attribute.
Select High from the dropdown menu for the Difficulty attribute.
5. Change the value of the Origin attribute to Competitor.
6. Click Done to save and exit edit mode for the requirement.
Cleanup
Optional – Edit multiple artifact attribute values

1. Expand Filter by Folder ´ JKE Banking (Requirements Management) ´ JKE Business
Recovery Matters Project
2. Click on the Features folder.
3. Change the Difficulty attribute value for two artifacts in the same operation.
Click the checkbox in front of the Dividend allocation by percentage
requirement and the Organization must identify how much money is desired
requirement.
Click the pencil button, and select Edit the attributes for 2 Artifacts.
Click the checkbox in front of Difficulty, and select Medium from the dropdown.
Click Save.
4. Open the requirements to verify the attribute value was set.
You may need to refresh the artifact to see the change in the attribute value.


LABS
Lab: History
View the history of an artifact.
View a baseline (optional).
Setup
History view
1. Open the history for the Frequency of dividend transfer feature.
Expand Filter by Folder ´ JKE Banking (Requirements Management) ´ JKE
Business Recovery Matters ´ Features
Click the Frequency of dividend transfer feature.
Click the Open History button.
2. View an earlier version of the artifact.
Earlier versions are shown in the History Bar under the artifact name, split up by
the time the version was created (Today, Yesterday, Past Week, Past Month,
Earlier).
Click on an earlier version to show the contents of that previous version.
Show audit history

1. View the change history for the artifact.
Click the Audit History tab.
Click the change headers to expand and display the details of each change.
2. Return to the current version.
Click the Open Current Version button.
Cleanup
Optional – View baseline

1. Open the SNAP1 baseline.
Open the JKE Banking Requirements project page.
Expand the Baselines section of the Information Sidebar.
Click on the SNAP1 baseline.
The Artifact view now shows the version of all artifacts at the time the SNAP1
baseline was taken.
2. Return to the current project.
Click the Open Current Project button.


LABS
Lab: Dashboards
View the project dashboard.
View and configure the personal dashboard.
View and configure the mini dashboard.
Setup
User: bob Project: JKE Banking Page: Dashboard
Project dashboard
1. Open the JKE Banking project dashboard, if not already open.
From the All Projects page, click the JKE Banking (Requirements
Management) link.
Or, if the JKE Banking project page is already open, click the Project Dashboard
menu option.
2. View the General tab of the dashboard.
The default widgets on your dashboard include Requirements Tracing, Reviews,
Recent Changes, My Requirements Projects, and Comments.
3. View the Development tab of the dashboard.
Click the Development tab, and notice the default widgets.
4. Return to the General tab of your dashboard.
Personal dashboard
1. Open your personal dashboard.
Click the Home button in the upper-left corner.
2. Add the Project Members widget to your personal dashboard.
Click the Add Widget button in the upper-right corner.
Select Catalog: Requirements Management
Select Category: Requirements
Click the Add Widget button under Project Members.
Click the Close (x) button in the upper-right corner of the add widget console.
3. Configure the widget.
In the Project Members widget on your dashboard, click the settings link.
Project: JKE Banking (Requirements Management)
Click OK.
4. Save your dashboard.
Click Save.


LABS
Mini dashboard
1. Open the mini dashboard.
Click the Mini Dashboard button in the upper left corner.
2. Add the Comments widget to your mini dashboard.
Click the Add Widget button in the mini dashboard.
Select Catalog: Requirements Management
Select Category: Requirements
Click the Add Widget button under Comments.
Click Close.
3. Close the mini dashboard.
Click in an empty area somewhere outside the mini dashboard.
Return to project page
1. Return to the JKE Banking project page.
In the My Requirements Projects widget, click the Create or show artifacts
link next to JKE Banking (Requirements Management).
Cleanup
Optional – Share your dashboard with your team

1. Return to your personal dashboard.
2. Click the Sharing Options button in
the upper-right corner of the dashboard.
Click OK to share your dashboard.
3. Inspect the page where your dashboard is published.
Click the Home menu.
Select All Personal Dashboards.
Bob’s Requirements Dashboard is listed as a shared dashboard for all to view.
Optional – Configure widget settings
1. Return to your personal dashboard.
2. Change the trim color of the My Requirements Projects widget.
Click the My Requirements Projects widget menu, and select Appearance.
Change the Trim to Orange.
Click OK.


LABS
Lab: Create Artifacts

Create and edit an artifact.
Setup
Create a requirement
1. Create the Account Overview requirement.
In the Filter Bar on the left, expand Filter by Folder ´ JKE Banking (Requirements
Management) ´ MyBank
Click on the Features folder within the MyBank folder.
At the top of the Filter Bar, click the Create New… button dropdown arrow, and
select Feature.
2. Complete the Create Artifact dialog box:
Initial Content: Show an overview of the customer’s account
Name: Account Overview
The Artifact Type, Artifact Format, and Folder fields are pre-filled with the correct
values, because you selected Create Feature and started the create process from the
Features folder.
Click OK.
One-click create
1. Turn on one-click create.
At the top of the Filter Bar, click the
Create New… button dropdown arrow,
and select the checkbox in front of
Use One-click Create.
2. Create a requirement using one-click create:

Click the Create New… button dropdown arrow, and select Feature.
The new feature requirement displays and can be edited in the Artifact view.
Enter the Name: Check Balance
Verify the requirement is saved by clicking on the refresh icon.
3. Turn off one-click create.
At the top of the Filter Bar, click the Create New… button dropdown arrow, and
de-select the checkbox in front of Use One-click Create.


LABS
Edit a requirement
1. Open the Check Balance feature requirement.
In the Artifacts view, click the Check Balance link.
2. Click Edit.
3. Edit the requirement short description.
In the Overview section of the Information Sidebar, enter the Description:
Check the account balance
4. Edit the requirement content.
Type the following into the large white space below the requirement name:
The system shall allow the account holder to view the
balance of all of the account holder’s accounts.
5. Save the requirement.
Click Save.
6. Exit the edit mode for the requirement.
Click Done.
View contents of folder
1. Show the current list of requirements in the Features folder.
Click Features in the breadcrumb. The breadcrumb appears above the
requirement name.
The list of artifacts in the Features folder displays, including the requirements you
just created.
Cleanup
Optional – Create a document from a template

1. Navigate to the Features folder, and create an artifact.
Expand JKE Banking (Requirements Management) ´ MyBank
Click, and then hover over, the Features folder.
Click on the Pencil button, and select Create Artifact…
Name: Donors Vision
Artifact Type: Vision (Vision document)
Template: Vision Template
Check that Artifact Format is set to Text, and Folder is set to Features.
Click OK.
3. Open the Donors Vision document.
Note that the document is pre-filled with the template content.


LABS
Optional - Create a term

1. Navigate to the Glossary folder and create an artifact.
Click on the Glossary folder.
At the top of the Filter Bar, click the Create New… dropdown arrow, and select
More…
Initial Content: Automated Teller Machine
Name: ATM
Artifact Type: Term
Artifact Format: Text
The Folder field is pre-filled with the correct value, because you started the create
process from the Glossary folder.
Click OK.
Optional - Link to term from document content
1. Open the MyBank Features document.
Open the MyBank Features document.
2. Open the document for editing.
Click Edit.
3. Link to ATM term from the document.
Use your mouse to select the second instance of the word ATM in the document.
Click the Lookup Term button.
Click the ATM term in the dialog box.
4. Click Done to save and exit the edit mode for the document.


LABS
Lab: Modules Basics

Create and edit modules.
Setup
Create a module
1. Navigate to the Modules folder, and create an artifact.
Click and then hover over the Modules folder.
Click on the pencil button, and select Create Artifact…
Name: MyBank Website Module
Artifact Type: Module
Check that Artifact Format is set to Module, and Folder is set to Modules.
Template: None
Click OK.
Create and add artifacts to the module
1. Open MyBank Website Module.
Reminder: Open the module from the Artifacts view. Do not click the subfolder
containing the module artifacts.
2. Create a new headline.
Click the Create New Artifact link.
Initial content: Website Features
Artifact Type: Headline
Click OK.
3. Create a new feature.
Click the Create… dropdown arrow, and select Create Other Artifact Type…
Initial content: Make website accessible on popular interfaces
Artifact Type: Feature
Click OK.
4. Add an existing feature.
Click the Create… dropdown arrow, and select Add an Existing Artifact…
Expand JKE Banking ´ MyBank ´ Features
Select Access from mobile devices.
Click Add & Close.


LABS
Headings and demote

1. Demote the last feature you added.
Click the checkbox in front of the Access from mobile devices feature.
Click the Pencil button, and select Demote Artifact.
2. Make the Website Features headline a heading in the module.
Click the checkbox in front of the Website Features headline.
Click the Pencil button, and select Set as Heading or Content ´ More
Options…
Row style: Heading row
Click OK.
Change columns displayed and change attribute value
1. Add some columns to display in the module grid.
Click the Configure Page Settings button, and select Configure Columns
to Display…
From the left-hand column, select, and then Add, the following columns: Artifact
Type, Difficulty, and Status
Use the Move Up and/or Move Down buttons to set the order of the columns to ID,
Contents, Artifact Type, Status, Difficulty.
Click OK.
2. For the Access from mobile devices feature, change the value of the Difficulty attribute to
High directly in the module grid.
Click the cell in the grid in the row for Access from mobile devices and the
column for Difficulty.
To edit, click the Pencil button that appears in the cell.
Click the dropdown menu, and select High.
View artifacts created in the module
1. View the artifacts that you created in the MyBank module.
Click the MyBank link in the breadcrumb.
Expand JKE Banking MyBank Modules, and click the MyBank Website
Module artifacts folder.
The list of artifacts you created in MyBank Website Module displays.
Cleanup
Optional – Use <Ctrl>+<Enter> to create a new artifact

1. Open MyBank Website Module.
Located in: JKE Banking (Requirements Management) ´ MyBank ´ Modules
2. Add a new feature artifact below an existing feature in the module.
Click on the existing feature: Make website accessible on popular interfaces
Press <Ctrl>+<Enter> to create a new feature below.
Enter the name for the feature: Access from tablet devices
Click anywhere outside the new feature to save your change.


LABS
Lab: Modules Advanced

Create a module view.
Create comments and links in a module.
Duplicate a module.
Setup
2. Open the module JKE Business Rules Module.
Business Recovery Matters Project ´ Modules
Select JKE Business Rules Module.
Create a module view
1. Add the Artifact Type column.
Click the Configure Page Settings button, and select Artifact Type.
2. Set a filter to show only artifacts containing the word respond.
Expand Filter by Attribute in the Filter Bar, and click on Name.
Name contains: respond
Click Apply.
3. Save the column and filter settings as a view.
Expand the Views section of the Filter Bar.
Click the Save View button.
View Name: Contains ‘respond’ AND Artifact Type column
View Type: Shared
Click OK.
4. Clear all filters.
Add a comment to the module
1. Add a comment to the module.
Expand the Module Comments section in the Information Sidebar.
Click the Comments button, and select Create comment for Module.
Enter Subject: My first comment
Enter Comment: My comment on this module
Click OK.
2. View the comment.
The comment should be visible in the Module Comments section in the Sidebar.


LABS
Add a comment to an artifact in the module

1. Add a comment to the Charity Coordinator and or designated contact must respond to
the Organization request business rule from the module.
Select the row for Charity Coordinator and or designated contact must
respond to the Organization request.
Click the Selected Artifact tab in the Information Sidebar.
Expand the Comments section.
Click the Comments button, and select Create comment for Artifact.
Enter Subject: My second comment
Enter Comment: My comment on this artifact within the module
Click OK. (The comment should be visible in the Comments section in the Sidebar.)
2. Open the individual artifact to look at comments.
Click the JKE Business Recovery Matters link in the breadcrumb.
Expand JKE Banking ´ JKE Business Recovery Matters Project ´ Business
Rules
Open the Charity Coordinator and or designated contact must respond to
the Organization request business rule.
Expand the Comments section in the Information Sidebar.
Note: The comment you created for this artifact within the module does not appear
in the base artifact.
Add a link to an artifact in the module
1. Open JKE Business Rules Module.
Located in: JKE Banking (Requirements Management) ´ JKE Business Recovery
Matters Project ´ Modules
2. Add a link to the Charity Coordinator and or designated contact must respond to the
Organization request business rule from the module.
Select the row for Charity Coordinator and or designated contact must
respond to the Organization request.
Click the Selected Artifact tab in the Information Sidebar.
Expand the Artifact Links section.
Click the Add Link to Artifact button, and select Link To.
Search for and select the Charity Coordinator actor.
Click OK. (The link should be visible in the Artifact Links section in the Sidebar.)
3. Open the individual artifact to look at links.
Click the JKE Business Recovery Matters link in the breadcrumb.
Expand JKE Banking ´ JKE Business Recovery Matters Project ´ Business
Rules
Open the Charity Coordinator and or designated contact must respond to
the Organization request business rule.
Expand the Links section in the Information Sidebar.
Note: The link you created for this artifact within the module does not appear in the
base artifact.


LABS
Duplicate module
2. Create a copy of the module JKE Business Rules Module.
Click the More Actions button, and select Duplicate Module.
New name: My Duplicate of JKE Business Rules Module
Destination folder: JKE Banking ´ JKE Business Recovery Matters Project ´
Modules
Duplication policy: Reuse all heading artifacts and duplicate all other
artifacts
Click OK.
Make a note of the ID number for the Introduction headline and the first business
rule.
3. Open your new (duplicated) module.
Note that the ID number for the Introduction headline matches the ID in the
original module. However, the ID number for the first business rule is different
because of the duplication policy we used.
Cleanup
Optional – Copy and paste module

1. Copy JKE Business Rules Module.
Click the checkbox in front of JKE Business Rules Module.
Click the Pencil button, and select Copy Artifact.
2. Paste the copy of the JKE Business Rules Module into the JKE Business Recovery Matters
Project folder.
Expand and click the folder: JKE Banking (Requirements Management) ´ JKE
Business Recovery Matters Project
Click the Pencil button, and select Paste Artifact…
Select the Reuse all artifacts radio button, and click OK.


LABS
Optional – Create a module template

2. Create a template based on this module.
Click the More Actions button, and select Create Artifact Template.
Template name: Business Rules Module Template
Duplication policy: Reuse all heading artifacts and duplicate all other
artifacts
Click Create and Close.
Optional – Create a new module using a template
1. Create the module JKE Requirements Module.
Click, and then hover over, the Modules folder.
Click on the Pencil button, and select Create Artifact…
2. Complete the Create an artifact dialog box:
Name: JKE Requirements Module
Artifact Type: Module
Check that Artifact Format is set to Module, and Folder is set to Modules.
Template: Default Module Template
Click OK.
3. Open the module JKE Requirements Module to verify that the template populated the
contents of the module.
Optional – Modify attributes of selected artifact
2. Select the row in the module with the Contents: Make a one-time payment
3. Change the Business Priority attribute for the selected attribute.
Click the Selected Artifacts tab in the Information Sidebar.
Click the Edit button at the top of the Information Sidebar.
Change the Business Priority value to Won’t.
Click the Done button at the top of the Information Sidebar.


LABS
Lab: Links
Create and view links.
Setup
View and open existing link
1. Open the Give Back business goal.
JKE Banking (Requirements Management) ´ JKE Business Recovery Matters
Project ´ Business Goals ´ Give Back
2. Find out which requirement satisfies the Give Back business goal.
Expand the Links section of the Information Sidebar.
Notice the Satisfies By link to the feature requirement Donors can choose to
support an organization.
3. Open the link.
Click the link for Donors can choose to support an organization.
Links explorer
1. Open the links explorer for Donors can choose to support an organization.
In the Links section in the Information Sidebar, click the Links Explorer button.
The diagram view of related links appears. It shows the selected artifact and all
traceability links to other artifacts in a graphical format.
Close the links explorer using the x in the upper-right corner.
Create a link to an artifact
1. Open the Customers can nominate an organization for the program requirement.
Project ´ Features ´ Customers can nominate an organization for the program
2. Create a Satisfies link to the Give Back business goal requirement.
Click the Add Link to Artifact dropdown button.
Select the Satisfies traceability relationship.
3. Complete the Create Link dialog box.
Link type: Satisfies
Filter Display by Folder: JKE Banking (Requirements Management) ´ JKE
Business Recovery Matters Project ´ Business Goals
Select artifact: Give Back
Click OK.


LABS
Cleanup
Optional: Link to external URL

1. Open the Give Back business goal.
Project ´ Business Goals ´ Give Back
2. Create a Link To link to the Island Training web site.
Click the Add Link to Artifact dropdown button.
Select the Link To traceability relationship.
3. Complete the Create Link dialog box.
Link type: Link To
Where to link to: The web
Link Label: Island Training
URL to link to: http://islandtraining.com
Click OK.
Optional – Create and link a requirement from document content
1. Open the MyBank Features document.
JKE Banking (Requirements Management) ´ MyBank ´ Features
Open the MyBank Features document in the Features folder.
2. Open the document for editing.
Click Edit.
3. Create and link a requirement from document content.
Use your mouse to select/highlight the words ATM Locations in the document.
Click the Save Selection as New Artifact and Link button.
4. Complete the Save Selection as New Artifact (Link) dialog box.
Name: ATM Locations
Artifact Type: Feature
Folder: Features
Click OK.
5. Save the document.


LABS
Optional – Embed an existing requirement in a document

1. Embed the Access from mobile devices requirement.
Create and place your cursor on an empty line at the end of the document.
Click the Insert Artifact button.
2. Complete the Insert Artifact dialog box.
Link Type: Embeds
Filter Display by Folder: JKE Banking (Requirements Management) ´ MyBank ´
Features
Select artifact: Access from mobile devices
Click OK.
3. Click Done to save the document and exit edit mode for the document.
Optional – Open an embedded requirement from a document
1. Hover over the Access from mobile devices embedded requirement in the document.
2. Click the Open Inserted Artifact button to open the requirement.
3. Return to the MyBank Features document.


LABS
Lab: Configure Artifacts View

Customize your view of artifacts.
Setup
Click the Clear Filters button.
Page size
1. Use a filter to show the artifacts contained in the Features folder in JKE Business
Recovery Matters.
Business Recovery Matters ´ Features
2. Click the Next link to go to the next page of artifacts in the Features folder.
3. Change the page size to 40 rows per page.
Click the Configure Page Settings button ´ Show 20 Rows per page ´ 40
All artifacts in the Features folder now display on one page.
Grouping
1. Group the artifacts by Type.
Click the Configure Page Settings button ´ No Grouping ´ Group by
Type
Choose columns
1. Add the Created By and Status columns to your Artifacts view.
Click the Configure Page Settings button.
Select Configure Columns to Display.
In the Change Column Display Settings dialog box, select Created By, and then
click Add.
Select Status, and then click Add.
2. Move the Status column to display before the Created By column.
Click the Status column, and then click the Move Up button.
3. Click OK.
Save the view
1. Save the view with view Name: Features with Status and Created By columns
Note: Grouping and Column modifications are not preserved unless you save them
as part of a view.


LABS
Tree view
1. Remove the grouping of artifacts by Type.
Click the Configure Page Settings button ´ Group by Type ´ No Grouping
2. Show the links in a Tree view.
Click the Configure Page Settings button ´ Configure Links…
Select the checkbox in front of Show links in tree view.
Select link types to show: Child Of, Parent Of, Extracted From, Link To,
Link From
Click Apply.
The links show you, for example, which artifacts are embedded in documents and
which artifacts are children of other artifacts. If your instance of DNG is integrated
with RTC and RQM, you also can see links that show requirements implemented by
work items and requirements validated by test cases.
3. Remove the Tree view links.
Click the Configure Page Settings button ´ Configure Links…
De-select the checkbox in front of Show links in tree view.
Click Apply.
Cleanup


LABS
Lab: Team Ownership

View team ownership.
Determine when you have permission to create and edit.
Setup
View team ownership
1. View the ownership of the Business Rules folder.
Expand JKE Banking (Requirements Management) ´ JKE Enterprise Project ´
Business Goals
Click the Folder Options (pencil) button next to the Business Goals folder,
and look at (but do not select) the menu option Assign Team Ownership.
Note that it says Currently: Business Team.
2. View the ownership of the Healthy Customer Ecosystem artifact.

Business Goals
Open the Healthy Customer Ecosystem business goal.
Look at the Overview section of the Information Sidebar to find the team ownership.
Note that team ownership is set to Business Team.


LABS
Test permissions
1. Log out and log back in as Marco.
User: marco Password: marco
2. Try to add an artifact to the Business Goals folder as the user Marco.
Business Goals
Create a new Business Goal artifact.
Note: Marco does not have author role in the Business Team, and therefore the OK
button is grayed out when trying to create the artifact.
Click Cancel.
3. Try to edit an artifact in the Business Goals folder as the user Marco.
Business Goals
Note: Marco does not have author role in the Business Team, and therefore the Edit
button is grayed out when trying to edit the artifact.
4. Log out and log back in as Deb.
User: deb Password: deb
5. Try to add an artifact to the Business Goals folder as the user Deb.
Business Goals
Create a new Business Goal artifact.
Note: Deb has author role in the Business Team, and therefore has permission to
create the artifact.
6. Try to edit an artifact in the Business Goals folder as the user Marco.
Business Goals
Note: Deb has author role in the Business Team, and therefore has permission to
edit the artifact.
7. Log out and log back in as Bob.
User: bob Password: bob
Cleanup


LABS
Lab: Work Item Introduction

Setup
1. Open the Project Dashboard for BtB Training (DOORS Next Generation).
Click the dropdown menu on the home icon.
If necessary, expand Requirements Management.
Select BtB Training (DOORS Next Generation).
Display your work assignments

1. Click on the My Work tab of the BtB Training project
dashboard to view your work assignments.
There are several work assignments queries
to help you monitor the progress of your deliverables.
Open and inspect a work item assigned to you
1. Open work item 285 in a new tab.
Right click 285: Practice - new work process ´ Open Link in New Tab
Display (click on) the second browser tab that contains the work item.
2. Inspect the (Author) Owned By field.
Notice that you, Bob, own the item, which is why it appeared on your list of
deliverables.
Indicate that local work has started
1. Change state to In Progress.
Choose action Start Work.
2. Set two of the required fields.
RICEFW Type: Enhancements
Planned For: LER R.10 Functional
3. Set the Due Date, which is also a required field.
Click on the Due Date calendar icon.
Set Due Date to today’s date, and click OK at the bottom of the calendar pop-up.
4. Save the work item.
Note that the state becomes In Progress.


LABS
Link the work item to the module requiring modifications

1. Display the project dashboard by clicking on the first browser tab.
2. Browse to enterprise module: GLB-GT-FSSE-SOR-EN0501-00 (DS-VAL-77620)
Click Artifacts ´ Browse Artifacts
Navigate to folder: BtB Training ´ SOR´ 00-Enterprise Template ´ 02-FDS
Open module 320: GLB-GT-FSSE-SOR-EN0501-00 (DS-VAL-77620)
Click the Show Permalink button.
Copy this link to your clipboard (<Ctrl-c>).
You will use this link in Step 4, below.
3. Open the Links tab of your work item.

Open the browser tab containing your work item (tab 2).
Open the Links tab of the work item.
4. Update the work item with a link to the enterprise module.
Click the dropdown arrow next to the Add Related button.
Scroll down and click on: Add Related Artifacts.
In the Related Artifacts dialog box, paste the URL (<Ctrl-v>), and click OK.
Skip the work required for module modifications in DNG
In this lab we proceed immediately to the steps required after all modifications to the linked
module have been completed.
Indicate that local work is complete
1. Open the Overview tab of the work item
2. (IMPORTANT!) Set all six reviewers.
IT Functional Reviewer: Marco
Business Reviewer: Sally
IT Legacy Reviewer: Deb
IT Technical Reviewer: Deb
SOX Reviewer: Curtis
QnC Reviewer: Al
3. Change work item state.
Choose action Complete Work.
Note that state becomes Awaiting IT Functional Review.
5. Close the work item tab. (The second browser tab.)
Cleanup


LABS
Lab: BtB Authors Review Lab 1

DNG setup
1. Open the BtB Training DOORS Next Generation project dashboard.
User ID: bob Project Area: BtB Training (DOORS Next Generation)
Start work (work item state change)
1. Open the work item that is assigned to you.
Open the My Work tab of the project dashboard.
Find the Deliverables (not started) assigned to me (Author) widget.
Right click the work item LER – Localization of GLB-GT-FSSE-SOR-EN0501-00
(DS-VAL-77620) ´ Open Link in New Tab.
2. In the work item, change the due date for first draft, and change the state of the work item.
Click the newly-opened browser tab showing the RTC work item.
Set the Due Date to one week from today’s date.
Use Action: Start Work to set the State to In Progress.
Save the work item.
Copy module to local project workspace
1. Return to DNG, and open the project page.
Open the original browser tab showing the DNG project dashboard.
Select the Artifacts menu ´ Browse Artifacts.
2. Select the Enterprise Template FDS folder in the BTB Review project.
BtB Training ´ SOR ´ 00-Enterprise Template ´ 02-FDS
3. Copy the module from the Enterprise Template folder.
Click the checkbox in front of the artifact:
GLB-GT-FSSE-SOR-EN0501-00 (DS-VAL-77620)
Click the Action menu (pencil) ´ Copy Artifact.
4. Select the LER Project Workspace FDS folder.
BtB Training ´ SOR ´ LER Project Workspace ´ 02-FDS
(Step to paste to LER workspace is on next page.)


LABS
5. Paste the module into the LER Project Workspace project folder.
Hover over the 02-FDS folder, and click the Action menu (pencil) ´ Paste Artifact.
Check the box to Copy the
links from the original
artifacts into the
duplicated artifacts.
Check the box to Create
links between the
original and duplicate
artifacts, click
the dropdown list next to
this option, and select
Version Of link type.
Select the option to Reuse
all artifacts.
Click OK.
6. Prepend your project name in front of this new module.
Hover over the row, Copy of GLB-GT-FSSE-SOR-EN0501-00 (DS-VAL-77620),
and click the Action menu (pencil) ´ Edit Artifact Row.
Prepend the project name, LER, to the module name so the new name is now:
LER Copy of GLB-GT-FSSE-SOR-EN0501-00 (DS-VAL-77620)
Link the copy and original modules back to the work item
1. Update the Deliverable FDS work item with a link to your local copy of the module.
Open module: LER Copy of GLB-GT-FSSE-SOR-EN0501-00 (DS-VAL-77620)
Click the Show Permalink of this artifact button.

Open the tab containing your RTC Deliverable FDS work item.
Add a link of type: Add Related Artifacts
Return to the DNG browser tab.


LABS
2. Update the Deliverable FDS work item with a link to the corresponding enterprise module.
Navigate to folder: BtB Training ´ SOR ´ 00-Enterprise Template ´ 02-FDS
Open module: GLB-GT-FSSE-SOR-EN0501-00 (DS-VAL-77620)

Save the RTC Deliverable FDS work item.
Update module attributes
1. Navigate to folder: BtB Training ´ SOR ´ LER Project Workspace ´ 02-FDS
2. Open module: LER Copy of GLB-GT-FSSE-SOR-EN0501-00 (DS-VAL-77620)
3. Click Edit.
4. Set the module attributes.
Workspace Status: Copy
Applicable Deployment: LER
5. Save the module by clicking Done.


LABS
Create new FDS-FR in local project module

1. Scroll down to the Functional Requirements section of the module.
2. Add a new FDS-FR at the end of this section.
Click the Actions menu (pencil) in front of the last functional requirement, and
select Insert New Artifact ´ After.
Enter the content: The system must provide access to specific
users to modify pricing values via security authorization
object on a generic Purchase Order Document Type.
Click your mouse anywhere outside the row after entering the content.
3. Set the selected artifact attributes.
Click the checkbox in front of the artifact, click on the Selected Artifact tab in the
module, and click Edit.
Workspace Status: New
Click Done to save.
4. Find and record the ID of your new FDS-FR that you created in the module.
ID: _____________
5. Open the base artifact for the new FDS-FR that you created.
Enter the ID in the Quick Search field.
Right click the artifact, and select Open Link in New Tab.
6. Open the FDS-FR for editing.

Open the new tab.
Click Edit.
7. Create a FDS-FR to UR link.
Click the Add Link to Artifact button, and select FDS-FR to UR.
Filter Display by Folder: BTB Training ´ SOR´ 00-Enterprise Template ´
00-URS ´ GLB-GT-URS-SOR-001 (DS-VAL-83970) artifacts
Select artifact: U-SOR-0079
Click Done to Save.
8. Close the tab containing your new FDS-FR.


LABS
Create new version of existing approved FDS-FR in local project module

2. Make a copy of the requirement you are going to change.
Click the Actions menu (pencil) in front of the functional requirement, The
system must be configured not to allow pricing values to be updated on
Purchase Order line items for PO document type ZGST, ZGMS, ZGIE,
ZGAF, ZGMA, and ZGC0., and select Copy Artifact.
Record the ID of this functional requirement: _______________
ZGAF, ZGMA, and ZGC0., and select Paste Artifact ´ Below (as a Child).
3. Create a link from the copy to the original artifact.
Click the Actions menu (pencil) in front of the CHILD COPY of the functional
requirement, The system must be configured not to allow pricing values to
be updated on Purchase Order line items for PO document type ZGST,
ZGMS, ZGIE, ZGAF, ZGMA, and ZGC0., and select Add a Link to the Artifact
´ Version Of.
In the Create Link dialog box, search for and select the parent functional
requirement from which the child was copied (use the ID you recorded above).
4. Modify the content of the child functional requirement to read: The system must be
configured not to allow pricing values to be updated on Purchase Order line items
for PO generic document types.
Hint: Hover over the row, and click the Actions menu (pencil) button and select
Edit Artifact Row. Click your mouse anywhere outside the row after editing.
Click Done to save.
6. Look at the inherited links.
Click the checkbox in front of the artifact, and click on the Selected Artifact tab in
the module.
Expand the Artifact Links section in the Information Sidebar.
Click the Include links, tags, and comments from base artifacts button.
Verify that the FDS-FR to UR link exists.


LABS
Use an exception view to identify missing links

1. Return to the BtB Training project artifacts page.
Artifacts menu ´ Browse Artifacts
2. Run the view to find missing FDS-FR to RICEFW links.
Expand the Views section in the filter bar.
Run the view: Exception – FDS (09)– Missing FDS-FR to RICEFW Links
3. Add a folder filter to find just the missing links in the new artifacts.
Expand Filter by Folder.
Select the folder: BTB Training ´ SOR ´ LER Project Workspace ´ 02-FDS
´ Copy of GLB-FT-FSSE-SOR-EN0501-00 (DS-VAL77620) artifacts
4. Add the missing FDS-FR to RICEFW link for the FR-01 artifact.
Click the checkbox in front of the row, click the Actions menu (pencil) button
and select Add Link to the Artifact ´ FDS-FR to RICEFW.
Filter Display by Folder: BTB Training ´ 00-Shared Artifacts ´ 01-RICEFW
Select artifact: RP0344
Click OK.
Complete work (assign reviewers and work item state change)
1. Return to the RTC Deliverable – FDS work item Overview tab.
2. Assign reviewers on the Overview tab.
IT Functional Reviewer: Bob
QnC Reviewer: Al
3. Use action Complete Work to set the state for the work item to Awaiting IT Functional
Review.
Save the work item after selecting the Complete Work action.
4. Set the due date for the first review, (01) – FDS – IT Functional Review.
Open the Reviews tab of the work item.
For the first review in the list, (01) – FDS – IT Functional Review, set the Due date
to one week from today’s date.
Save the work item.
5. Close the tab containing your work item.
Cleanup


LABS

DNG setup
Create new module using template
1. Open to the DNG artifacts page.
Artifacts ´ Browse Artifacts
2. Create a new FDS module using a template.
Click the Create New… button dropdown arrow, and select FDS.
Name: Test Module for Training
Artifact type: FDS
Template: FDS Template – SAP Interface Template
Folder: BtB Training ´ SOR ´ LER Project Workspace ´ 02-FDS
Click OK.
Create traceability links for new module
2. Open the new module: Test Module for Training
3. Expand the Module Links section of the Information Sidebar.
4. Create a FDS to FRS link to GLB-GT-FRS-SOR-MANPODLSCH-001(DS-VAL-70280).docx
Click the Add Link to Artifact button, and select FDS to FRS.
Filter Display by Folder: BtB Training ´ SOR´ 00-Enterprise Template ´
01-FRS
Select artifact: GLB-GT-FRS-SOR-MANPODLSCH-001(DS-VAL-70280).docx
Click OK.
Cleanup


LABS
Lab: Review Process for Authors

DNG Setup
1. Verify user, project, and page.
User ID: bob Project Area: BtB Training (DNG) Page: project dashboard
Open an assignment that is conditionally approved
1. Click on the My Work tab of the BtB Training project dashboard.
2. Notice that work item 286: Practice - Rework for Approved Conditionally is listed under
query Deliverables (back from review) assigned to me (Author).
Right click 286: Practice - Rework for Approved Conditionally ´ Open Link in New Tab
Display the new browser tab that contains the work item.
Inspect several of the work item tabs
1. Display the work item FDS Workflow History tab.
The time stamps indicate that the work item progressed to In IT Functional Review,
but is not Awaiting Business Review.
The time stamps indicate that the IT Functional Review was either Approved
Conditionally or Rejected, which is why the work item state is back In Progress.
2. Display the work item Reviews tab, and scroll down to the Review History section.
The last entry of the Review History section shows the result of the latest review completed.
Note that the IT Functional Review was Approved, with a comment indicating that
you must make changes to the module based on reviewer comments.
3. Display the work item Links tab, and scroll down to the Links section.
There are Related Artifacts links to the original enterprise module and to the local copy of
the module. The local copy has reviewer comments waiting for your attention.
View feedback comments, but do not make changes
1. Find reviewer feedback in the comments that are directed to you.
Open the Comments widget on the project dashboard
General tab or on the mini dashboard.
Select the Recent Comments for Me button to display comments directed to you.
2. Open the artifact that contains the comment directed to you.
Right click the link in the Comment widget, and open the artifact in a new tab.
3. View the comment, but do not incorporate it into the artifact.
Click the Selected Artifact tab, and expand the Artifact Comments section in
the Information Sidebar.
Click the comment subject to expand the comment content.
4. Close the browser tab that contains the artifact with a commented.


LABS
Move the work item to the next state

1. Note that you are moving to the next state without actually incorporating the comments. You
will incorporate the comments during the review lab.
2. Determine the next state.
Because the IT Functional Review was conditionally approved, you may proceed to
the next review, Business Review.
3. Move work item to next state.
Choose action Resume to Awaiting Business Review.
Save the work item.
Note that state becomes Awaiting Business Review.
4. Close the browser tab that contains the work item.
Open a rejected re-work assignment
1. Click on the My Work tab of the BtB Training project dashboard.
2. Notice that work item 287: Practice - Rework for Rejected is listed under the query
Deliverables (back from review) assigned to me (Author).
Right click 287: Practice - Rework for Rejected ´ Open Link in New Tab
Display the new browser tab that contains the work item.
Verify that the work item state is In Progress.
Inspect several of the work item tabs
1. Display the work item FDS Workflow History tab.
The time stamps indicate that the work item progressed to In IT Functional Review,
but is not Awaiting Business Review.
The time stamps indicate that the IT Functional Review was either Approved
Conditionally or Rejected, which is why the work item state is back In Progress.
2. Display the work item Reviews tab, and scroll down to the Review History section.
The last entry of the Review History section shows the result of the latest review.
Note that the IT Functional Review was Rejected, and the comment indicates that
you should look at the tab containing the reasons for rejection.
3. Display the (01) IT Function Review tab.
Note the check next to Incomplete functional requirements. (This assessment is
not actually true, but for training purposes, assume it is.)
4. Display the work item Links tab, and scroll down to the Links section.
There are Related Artifacts links to the original enterprise module and to the local copy of
the module. The issue that caused rejection is in the local copy.
Fix the problem (not!)
1. Note that once again, to reduce lab time, we are not actually making changes. In your
production environment, you would click on the link, and open your copy of the module.


LABS
Move the work item to the next state

1. Determine the next state.
Because the IT Functional Review was rejected, you must repeat the IT Functional
Review.
2. Move the work item to next state.
Choose action Complete Work.
Save the work item.
Note that state becomes Awaiting IT Functional Review.
3. Close the browser tab that contains the work item.
Cleanup


LABS

DNG setup
Find the Deliverables (in progress) assigned to me (Author) widget.
Right click the work item LER – Localization of GLB-GT-FSSE-SOR-EN0148-
001 (DS-VAL-75385) ´ Open Link in New Tab.
Incorporate feedback from comments
This portion of the lab will be working with a different local module that was created prior to
class. This new local module has been reviewed, and you will now continue the process after the
review using this new module.
1. Find review feedback in the comments directed to you.
Open the Comments widget on the General tab of the project dashboard or on the
mini dashboard.
Select the Recent Comments for Me button to display only comments directed to
you.
2. Open the artifact link for a comment directed to you.
Click the link in the Comment widget for the artifact: The system must update
the Contract in the Source List when the Contract vendor is not blocked
3. Review the comment and incorporate feedback.
Copy the comment content, and paste (replace) the text in the artifact to incorporate
the requested changes.
Click the Resolve Comment button to indicate the feedback was addressed.


LABS
Complete work (work item state change)

Return to the tab containing your Deliverable FDS work item.
Note: Since the IT Functional Reviewer marked their approval as Approved with the
comment Approved as long as feedback from comments are included, you can move
the work item directly to the next review state, Awaiting Business Review. If the IT
Functional Reviewer had marked their approval as Rejected, then you would have to
perform the Functional Review again.
Use Resume to Awaiting Business Review action to move the work item to the
Awaiting Business Review state.
Move changes to staging project area
1. Return to the DNG artifacts page.
2. Navigate to your deployment project folder.
BTB Training ´ SOR ´ LER Project Workspace ´ 02-FDS
3. Move the module to the staging folder.
Click the checkbox in front of LER Copy of GLB-FT-FSSE-SOR-EN0148-001
(DS-VAL-75385).docx, and select Move Artifact…
Move Artifact to Folder: BtB Training ´ SOR ´ 00-Enterprise Template ´
LER Staging ´ 02-FDS
BTB Training ´ SOR´ LER Project Workspace ´ 02-FDS
5. Move the module artifacts sub folder to the staging folder.
Hover over the folder,
Copy of GLB-FT-FSSE-SOR-EN0148-001 (DS-VAL-75385).docx artifacts,
click the Actions menu (pencil), and select Move Folder…
Move Folder to Folder: BtB Training ´ SOR ´ 00-Enterprise Template ´
6. Verify the module and sub folder were moved to: BtB Training ´ SOR ´
00-Enterprise Template ´ LER Staging ´ 02-FDS
Cleanup


LABS
Lab: Review Lab for BtB Authors

Final Test
DNG setup
Find the Deliverables (not started) assigned to me (Author) widget.
Right click the work item LER – Localization of GLB-GT-FSSE-SOR-EN0501-00
(DS-VAL-77620) ´ Open Link in New Tab.
2. In the work item, change the due date for first draft, and change the state of the work item.
Click the newly-opened browser tab showing the RTC work item.
Set the Due Date to one week from today’s date.
Use Action: Start Work to set the State to In Progress.
Save the work item.
Copy module to local project workspace
1. Return to DNG, and open the project page.
Open the original browser tab showing the DNG project dashboard.
Select the Artifacts menu ´ Browse Artifacts.
2. Select the Enterprise Template FDS folder in the BTB Review project.
BtB Training ´ SOR ´ 00-Enterprise Template ´ 02-FDS
3. Copy the module from the Enterprise Template folder.
Click the checkbox in front of the artifact:
GLB-GT-FSSE-SOR-EN0501-00 (DS-VAL-77620)
Click the Action menu (pencil) ´ Copy Artifact.
4. Select the LER Project Workspace FDS folder.
BtB Training ´ SOR ´ LER Project Workspace ´ 02-FDS
5. Paste the module into the LER Project Workspace project folder.
Hover over the 02-FDS folder, and click the Action menu (pencil) ´ Paste Artifact.
Check the box to Copy the links from the original artifacts into the
duplicated artifacts.
Check the box to Create links between the original and duplicate artifacts,
click the dropdown list next to this option, and select Version Of link type.
Select the option to Reuse all artifacts.
Click OK.


LABS
6. Prepend your project name in front of this new module.

Hover over the row, Copy of GLB-GT-FSSE-SOR-EN0501-00 (DS-VAL-77620),
and click the Action menu (pencil) ´ Edit Artifact Row.
Prepend the project name, LER, to the module name so the new name is now:
LER Copy of GLB-GT-FSSE-SOR-EN0501-00 (DS-VAL-77620)
Link the copy and original modules back to the work item
1. Update the Deliverable FDS work item with a link to your local copy of the module.
Open module: LER Copy of GLB-GT-FSSE-SOR-EN0501-00 (DS-VAL-77620)
2. Update the Deliverable FDS work item with a link to the corresponding enterprise module.
Navigate to folder: BtB Training ´ SOR ´ 00-Enterprise Template ´ 02-FDS
Open module: GLB-GT-FSSE-SOR-EN0501-00 (DS-VAL-77620)
Save the RTC Deliverable FDS work item.
Update module attributes
2. Open module: LER Copy of GLB-GT-FSSE-SOR-EN0501-00 (DS-VAL-77620)
3. Click Edit.
4. Set the module attributes.
5. Save the module by clicking Done.


LABS
Create new FDS-FR in local project module

2. Add a new FDS-FR at the end of this section.
Click the Actions menu (pencil) in front of the last functional requirement, and
select Insert New Artifact ´ After.
Enter the content: The system must provide access to specific
users to modify pricing values via security authorization
object on a generic Purchase Order Document Type.
Click your mouse anywhere outside the row after entering the content.
Workspace Status: New
Click Done to save.
4. Find and record the ID of your new FDS-FR that you created in the module.
ID: _____________
5. Open the base artifact for the new FDS-FR that you created.
Enter the ID in the Quick Search field.
Right click the artifact, and select Open Link in New Tab.
6. Open the FDS-FR for editing.
Open the new tab.
Click Edit.
7. Create a FDS-FR to UR link.
Click the Add Link to Artifact button, and select FDS-FR to UR.
Filter Display by Folder: BTB Training ´ SOR ´ 00-Enterprise Template ´
00-URS ´ GLB-GT-URS-SOR-001 (DS-VAL-83970) artifacts
Select artifact: U-SOR-0079
Click Done to Save.
8. Close the tab containing your new FDS-FR.


LABS
Create new version of existing approved FDS-FR in local project module

2. Make a copy of the requirement you are going to change.
ZGAF, ZGMA, and ZGC0., and select Copy Artifact.
Record the ID of this functional requirement: _______________
ZGAF, ZGMA, and ZGC0., and select Paste Artifact ´ Below (as a Child).
3. Create a link from the copy to the original artifact.
Click the Actions menu (pencil) in front of the CHILD COPY of the functional
requirement, The system must be configured not to allow pricing values to
be updated on Purchase Order line items for PO document type ZGST,
ZGMS, ZGIE, ZGAF, ZGMA, and ZGC0., and select Add a Link to the Artifact
´ Version Of.
In the Create Link dialog box, search for and select the parent functional
requirement from which the child was copied (use the ID you recorded above).
4. Modify the content of the child functional requirement to read: The system must be
configured not to allow pricing values to be updated on Purchase Order line items
for PO generic document types.
Hint: Hover over the row, and click the Actions menu (pencil) button and select
Edit Artifact Row. Click your mouse anywhere outside the row after editing.
Click Done to save.
6. Look at the inherited links.
Click the checkbox in front of the artifact, and click on the Selected Artifact tab in
the module.
Expand the Artifact Links section in the Information Sidebar.
Click the Include links, tags, and comments from base artifacts button.
Verify that the FDS-FR to UR link exists.


LABS
Use an exception view to identify missing links

1. Return to the BtB Training project artifacts page.
Artifacts menu ´ Browse Artifacts
2. Run the view to find missing FDS-FR to RICEFW links.
Expand the Views section in the filter bar.
Run the view: Exception – FDS (09)– Missing FDS-FR to RICEFW Links
3. Add a folder filter to find just the missing links in the new artifacts.
Expand Filter by Folder.
Select the folder: BTB Training ´ SOR ´ LER Project Workspace ´ 02-FDS
´ Copy of GLB-FT-FSSE-SOR-EN0501-00 (DS-VAL77620) artifacts
4. Add the missing FDS-FR to RICEFW link for the FR-01 artifact.
Click the checkbox in front of the row, click the Actions menu (pencil) button
and select Add Link to the Artifact ´ FDS-FR to RICEFW.
Filter Display by Folder: BTB Training ´ 00-Shared Artifacts ´ 01-RICEFW
Select artifact: RP0344
Click OK.
Complete work (assign reviewers and work item state change)
1. Return to the RTC Deliverable – FDS work item Overview tab.
2. Assign reviewers on the Overview tab.
IT Functional Reviewer: Bob
QnC Reviewer: Al
3. Use action Complete Work to set the state for the work item to Awaiting IT Functional
Review.
Save the work item after selecting the Complete Work action.
4. Set the due date for the first review, (01) – FDS – IT Functional Review.
Open the Reviews tab of the work item.
For the first review in the list, (01) – FDS – IT Functional Review, set the Due date
to one week from today’s date.
Save the work item.


LABS
Create new module using template

1. Open to the DNG artifacts page.
2. Create a new FDS module using a template.
Click the Create New… button dropdown arrow, and select FDS.
Name: Test Module for Training
Artifact type: FDS
Template: FDS Template – SAP Interface Template
Folder: BtB Training ´ SOR ´ LER Project Workspace ´ 02-FDS
Click OK.
Create traceability links for new module
2. Open the new module: Test Module for Training
3. Expand the Module Links section of the Information Sidebar.
4. Create a FDS to FRS link to GLB-GT-FRS-SOR-MANPODLSCH-001(DS-VAL-70280).docx
Click the Add Link to Artifact button, and select FDS to FRS.
Filter Display by Folder: BtB Training ´ SOR ´ 00-Enterprise Template ´
01-FRS
Select artifact: GLB-GT-FRS-SOR-MANPODLSCH-001(DS-VAL-70280).docx
Click OK.
Find the Deliverables (in progress) assigned to me (Author) widget.
Right click the work item LER – Localization of GLB-GT-FSSE-SOR-EN0148-
001 (DS-VAL-75385) ´ Open Link in New Tab.


LABS
Incorporate feedback from comments

This portion of the lab will be working with a different local module that was created prior to
class. This new local module has been reviewed, and you will now continue the process after the
review using this new module.
1. Find review feedback in the comments directed to you.
Open the Comments widget on the General tab of the project dashboard or on the
mini dashboard.
Select the Recent Comments for Me button to display only comments directed to
you.
2. Open the artifact link for a comment directed to you.
Click the link in the Comment widget for the artifact: The system must update
the Contract in the Source List when the Contract vendor is not blocked
3. Review the comment and incorporate feedback.
Copy the comment content, and paste (replace) the text in the artifact to incorporate
the requested changes.
Click the Resolve Comment button to indicate the feedback was addressed.
Complete work (work item state change)
Note: Since the IT Functional Reviewer marked their approval as Approved with the
comment Approved as long as feedback from comments are included, you can move
the work item directly to the next review state, Awaiting Business Review. If the IT
Functional Reviewer had marked their approval as Rejected, then you would have to
perform the Functional Review again.
Return to the tab containing your Deliverable FDS work item.
Use Resume to Awaiting Business Review action to move the work item to the
Awaiting Business Review state.


LABS
Move changes to staging project area

1. Return to the DNG artifacts page.
3. Move the module to the staging folder.
Click the checkbox in front of LER Copy of GLB-FT-FSSE-SOR-EN0148-001
(DS-VAL-75385).docx, and select Move Artifact…
Move Artifact to Folder: BtB Training ´ SOR ´ 00-Enterprise Template ´
5. Move the module artifacts sub folder to the staging folder.
Hover over the folder,
Copy of GLB-FT-FSSE-SOR-EN0148-001 (DS-VAL-75385).docx artifacts,
click the Actions menu (pencil), and select Move Folder…
Move Folder to Folder: BtB Training ´ SOR ´ 00-Enterprise Template ´
6. Verify the module and sub folder were moved to: BtB Training ´ SOR ´
00-Enterprise Template ´ LER Staging ´ 02-FDS
Cleanup


Island Training Solutions, Inc.
5102 Durham Chapel Hill Boulevard
Durham, NC 27707
(919) 401-8485
www.islandtraining.com

Rational BTB Authors 032615 LABS

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Lab: Course Introduction

2. Click Done to tell the instructor you’ve completed the lab.

Rational DOORS Next Generation 1

Lab: Log on to DNG Web Client

2 Rational DOORS Next Generation

Lab: Project Page

(Optional exercises continue on next page.)

Rational DOORS Next Generation 3

Optional – Collapse both bars

4 Rational DOORS Next Generation

Lab: Filters and Views

(Lab continues on next page.)

Rational DOORS Next Generation 5

Optional – Show link

6 Rational DOORS Next Generation

Lab: Navigating to Artifacts

Browser Back button

3. Click X to close the new tab.

(Lab continues on next page.)

Rational DOORS Next Generation 7

Optional – Recently-viewed artifacts

(Optional exercises continue on next page.)

8 Rational DOORS Next Generation

Optional – View artifacts side-by-side

Optional – Help pages

Rational DOORS Next Generation 9

Lab: Artifact Content

(Lab continues on next page.)

10 Rational DOORS Next Generation

Rational DOORS Next Generation 11

(Lab continues on next page.)

12 Rational DOORS Next Generation

Add new comment to a requirement

Rational DOORS Next Generation 13

Optional – Edit multiple artifact attribute values

14 Rational DOORS Next Generation

Click on an earlier version to show the contents of that previous version.

Show audit history

Optional – View baseline

Rational DOORS Next Generation 15

(Lab continues on next page.)

16 Rational DOORS Next Generation

Optional – Share your dashboard with your team

Rational DOORS Next Generation 17

Lab: Create Artifacts

2. Create a requirement using one-click create:

(Lab continues on next page.)

18 Rational DOORS Next Generation

Optional – Create a document from a template

(Optional exercises continue on next page.)

Rational DOORS Next Generation 19

Optional - Create a term

20 Rational DOORS Next Generation

Lab: Modules Basics

Rational DOORS Next Generation 21

Headings and demote

Optional – Use <Ctrl>+<Enter> to create a new artifact

22 Rational DOORS Next Generation

Lab: Modules Advanced